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OFC Financial Planning’s Microsoft MSFT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.66M Buy
3,334
+36
+1% +$17.9K 1.76% 14
2025
Q1
$1.24M Sell
3,298
-463
-12% -$174K 1.4% 17
2024
Q4
$1.59M Buy
+3,761
New +$1.59M 1.67% 13